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This sample marketing plan can be edited directly in Sales and Marketing Pro software.

Daily plan: Each day, Greenwood will devote at least one hour to marketing activities. These general activities will include thank you notes, newsletter preparation, webinar updates, client testimonial or case study development, calling reporters to develop relationships, etc.

Weekly plan: Greenwood will review the monthly goals and break these into weekly deliverables at the start of each month. Each week will also include time set aside to review the results of current advertising (pay-per-click, print, direct mail, etc.) to consider how these might be adjusted going forward.

To execute the milestones listed on the milestones table, Max Greenwood will make liberal use of an outside marketing service firm (OF denotes "outside firm" on the table) which will manage the execution of the marketing activities listed. Greenwood will directly execute the sales activities listed through his work with clients.

Monthly

Months Marketing (Webinar) Theme
Jan Hiring your first employee and what this means for your business
Feb Choosing and working with a payroll provider
Mar Tax preparation
Apr Accounts receivable - invoicing, credit cards and collections
May QuickBooks systems that scale
Jun Sales tax rules and systems for collection/accounting
Jul Intro to cost accounting - how to read your numbers
Aug Hiring your first employee and what this means for your business
Sept Choosing and working with a payroll provider
Oct Accounts receivable - invoicing, credit cards and collections
Nov QuickBooks systems that scale
Dec Intro to cost accounting - how to read your numbers

Milestones

Create or edit this table

Milestones
Advertising Start Date End Date Budget Manager Department
Develop print ad 12/1/2009 12/15/2009 $500 MG (OF) Marketing
Run first print ads 2/1/2010 2/15/2010 $5,000 MG (OF) Marketing
Change Yellow Pages ads 1/1/2010 1/15/2010 $500 MG (OF) Marketing
Total Advertising Budget $6,000
PR Start Date End Date Budget Manager Department
Draft press release for launch 12/1/2009 1/1/2010 $200 MG (OF) Marketing
Email press release and post on PRweb 1/1/2010 1/15/2010 $200 MG (OF) Marketing
Total PR Budget $400
Direct Marketing Start Date End Date Budget Manager Department
Promotion to clients 1/1/2010 1/31/2010 $0 MG Sales
Redevelop Brochure 12/1/2009 1/1/2010 $1,000 MG (OF) Marketing
Print New Brochures 1/1/2010 1/15/2010 $3,000 MG (OF) Marketing
Develop list of initial 2,000 targets 12/1/2009 1/1/2010 $500 MG (OF) Marketing
First postcard mailing 1/1/2010 1/15/2010 $2,000 MG (OF) Marketing
Total Direct Marketing Budget $6,500
Web Development Start Date End Date Budget Manager Department
Expand Website Best Practices Section 12/1/2009 2/28/2010 $0 MG Marketing
Redevelop Website 12/1/2009 1/1/2010 $2,500 MG (OF) Marketing
List Website on Databases 1/1/2010 1/15/2010 $500 MG (OF) Marketing
Search Engine Marketing 1/1/2010 12/31/2010 $12,000 MG (OF) Marketing
Total Web Development Budget $15,000
Prospect Education Start Date End Date Budget Manager Department
Webinar preparation, service contract 12/1/2009 1/1/2010 $500 MG Marketing
Newsletter template creation 12/7/2009 12/7/2009 $200 MG (OF) Marketing
Total Prospect Education Budget $700
Totals $28,600

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